Locking an Offer Status

Locking an Offer Status from the Commission Worksheet

Please note, you will require an accepted offer against the Listing before a Commission Worksheet can be added. View our help content on changing the status of an Offer.

Once a Commission Worksheet has been created, you can

1. Go to the Listing record
2. Click the Pound Symbol to access Finance Mode
3. Open the Commissions tab
4. Click Edit Contract Events
5. Toggle the status to Yes where applicable
6. Click Save
7. Next to the status at the top of the commission worksheet, click the Verify button

Locking an Offer Status from the Legal Tab

Please note, this can only be completed once a Commission Worksheet has been created.

1. Go to the Listing record
2. Open the Legal Tab
3. Hover over the Offer
4. Click the action arrow
5. Select Change Status from the dropdown
6. Tick the relevant status
7. Click Verify
8. Select Save